Ugi Corp
UGI- Exchange
- NYSE
- Industry
- Gas & Other Services Combined
- SEC CIK
- 0000884614
No open-market purchases or sales by Ugi Corp insiders were filed in the last 90 days; 625 institutions reported holding it in 13F filings for Q2 2026, worth $7.02B in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in Ugi Corp as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 564
- +64 vs. Q3 2021
- Shares held
- 169.0M
- +48.7K (0.0%) vs. Q3 2021
- Total value
- $7.76B
- +$557.0M (+7.7%) vs. Q3 2021
- New holders
- 106
- 173 more added
- Sold out
- 42
- 173 more reduced
12 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UGI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 625 | $7.02B |
| Q1 2026 | 597 | $7.07B |
| Q4 2025 | 613 | $7.46B |
| Q3 2025 | 569 | $6.53B |
| Q2 2025 | 594 | $7.16B |
| Q1 2025 | 565 | $6.44B |
| Q4 2024 | 510 | $5.59B |
| Q3 2024 | 476 | $4.55B |
| Q2 2024 | 464 | $4.19B |
| Q1 2024 | 446 | $4.26B |
| Q4 2023 | 444 | $4.24B |
| Q3 2023 | 444 | $3.95B |
| Q2 2023 | 486 | $4.66B |
| Q1 2023 | 525 | $6.04B |
| Q4 2022 | 540 | $6.54B |
| Q3 2022 | 510 | $5.57B |
| Q2 2022 | 532 | $6.65B |
| Q1 2022 | 537 | $6.31B |
| Q4 2021 | 564 | $7.76B |
| Q3 2021 | 512 | $7.21B |
| Q2 2021 | 502 | $7.88B |
| Q1 2021 | 498 | $6.78B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eagle Asset Management Inc | 38,030 | $1.75M | 0.01% | −1,409−3.6% | Reduced |
| Meeder Asset Management Inc | 37,890 | $1.74M | 0.17% | −53−0.1% | Reduced |
| Oppenheimer Asset Management Inc. | 37,740 | $1.73M | 0.02% | +272+0.7% | Added |
| Utah Retirement Systems | 37,638 | $1.73M | 0.02% | +100+0.3% | Added |
| Candriam Luxembourg S.C.A. | 37,478 | $1.72M | 0.01% | −121−0.3% | Reduced |
| Susquehanna International Group, LLP | 37,428 | $1.72M | 0.00% | −55,873−59.9% | Reduced |
| Metropolitan Life Insurance Co | 37,389 | $1.72M | 0.02% | −765−2.0% | Reduced |
| Icon Advisers Inc | 37,295 | $1.71M | 0.27% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 36,663 | $1.68M | 0.01% | −1,922−5.0% | Reduced |
| Renaissance Technologies LLC | 35,400 | $1.63M | 0.00% | −163,653−82.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 34,662 | $1.59M | 0.03% | +121+0.4% | Added |
| Ellis Investment Partners, LLC | 34,542 | $1.58M | 0.36% | −2,637−7.1% | Reduced |
| American Century Companies Inc | 34,426 | $1.58M | 0.00% | −102,654−74.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 34,239 | $1.57M | 0.17% | +9,931+40.9% | Added |
| CWM Advisors, LLC | 34,096 | $1.56M | 0.18% | −1,804−5.0% | Reduced |
| Aurora Investment Counsel | 33,248 | $1.53M | 0.91% | +5,912+21.6% | Added |
| Investors Research Corp | 33,125 | $1.52M | 0.46% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 31,408 | $1.44M | 0.01% | −7,247−18.7% | Reduced |
| SG Americas Securities, LLC | 31,118 | $1.43M | 0.01% | +27,755+825.3% | Added |
| Advisors Asset Management, Inc. | 30,904 | $1.42M | 0.02% | +1,946+6.7% | Added |
| Boenning & Scattergood, Inc. | 30,891 | $1.42M | 0.23% | −279−0.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 30,880 | $1.42M | 0.02% | +9,607+45.2% | Added |
| Convergence Investment Partners, LLC | 30,025 | $1.38M | 0.70% | −136−0.5% | Reduced |
| Seeyond | 29,340 | $1.35M | 0.12% | 00.0% | Unchanged |
| Mork Capital Management, LLC | 29,000 | $1.33M | 0.90% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 28,202 | $1.29M | 0.00% | −240−0.8% | Reduced |
| Fortem Financial Group, LLC | 28,191 | $1.29M | 0.59% | +349+1.3% | Added |
| IFM Investors Pty Ltd | 27,960 | $1.28M | 0.02% | −3,444−11.0% | Reduced |
| Crossmark Global Holdings, Inc. | 27,848 | $1.28M | 0.03% | +1,618+6.2% | Added |
| Jacobi Capital Management LLC | 27,656 | $1.27M | 0.15% | +1,658+6.4% | Added |
| Susquehanna Fundamental Investments, LLC | 27,554 | $1.26M | 0.03% | +6,100+28.4% | Added |
| Duality Advisers, LP | 26,958 | $1.24M | 0.13% | −62,683−69.9% | Reduced |
| MD Financial Management Inc. | 26,794 | $1.23M | 0.03% | −845−3.1% | Reduced |
| Coastline Trust Co | 26,361 | $1.21M | 0.14% | +80+0.3% | Added |
| Unigestion Holding SA | 26,328 | $1.21M | 0.05% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 25,000 | $1.15M | 0.25% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 24,449 | $1.12M | 0.01% | −193−0.8% | Reduced |
| Nissay Asset Management Corp | 24,181 | $1.11M | 0.01% | +690+2.9% | Added |
| Davenport & Co LLC | 24,021 | $1.10M | 0.01% | +14,612+155.3% | Added |
| Public Employees Retirement Association of Colorado | 23,982 | $1.10M | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 23,783 | $1.09M | 0.01% | −3,500−12.8% | Reduced |
| Xponance, Inc. | 23,473 | $1.08M | 0.02% | −263−1.1% | Reduced |
| Baird Financial Group, Inc. | 23,367 | $1.07M | 0.00% | +23,367 | New |
| Arvest Trust Co N A | 23,327 | $1.07M | 0.06% | +23,327 | New |
| Bokf, NA | 23,141 | $1.06M | 0.02% | −642−2.7% | Reduced |
| Captrust Financial Advisors | 22,532 | $1.04M | 0.01% | +8,221+57.4% | Added |
| NN Investment Partners Holdings N.V. | 22,674 | $1.04M | 0.01% | −440,127−95.1% | Reduced |
| Argyle Capital Management Inc. | 22,650 | $1.04M | 0.32% | −3,000−11.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 22,338 | $1.03M | 0.10% | +348+1.6% | Added |
| Gries Financial LLC | 22,296 | $1.02M | 0.42% | −23,983−51.8% | Reduced |
| Pacer Advisors, Inc. | 21,705 | $996.0K | 0.01% | +264+1.2% | Added |
| Econ Financial Services Corp | 21,541 | $989.0K | 0.75% | +21,541 | New |
| ARGI Investment Services, LLC | 20,824 | $956.0K | 0.03% | +1,004+5.1% | Added |
| Teza Capital Management LLC | 20,590 | $945.0K | 0.25% | +20,590 | New |
| BCM Advisors, LLC | 20,715 | $939.0K | 0.24% | +20,715 | New |
| Geneos Wealth Management Inc. | 20,209 | $927.0K | 0.04% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 20,120 | $924.0K | 0.05% | +20,120 | New |
| Donald L. Hagan, LLC | 20,050 | $921.0K | 0.48% | +1,997+11.1% | Added |
| Qtron Investments LLC | 19,924 | $915.0K | 0.21% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 19,476 | $894.0K | 0.09% | −189−1.0% | Reduced |
| ExodusPoint Capital Management, LP | 19,446 | $893.0K | 0.01% | −8,727−31.0% | Reduced |
| AlphaCrest Capital Management LLC | 19,077 | $876.0K | 0.03% | +2,259+13.4% | Added |
| TD Asset Management Inc | 18,800 | $863.0K | 0.00% | −2,245−10.7% | Reduced |
| Securian Asset Management, Inc | 18,652 | $856.0K | 0.02% | −100−0.5% | Reduced |
| Tower Research Capital LLC (TRC) | 18,591 | $853.0K | 0.01% | +11,553+164.2% | Added |
| Krane Funds Advisors LLC | 18,241 | $837.0K | 0.02% | −950−5.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 18,081 | $830.0K | 0.03% | −131−0.7% | Reduced |
| Gyon Technologies Capital Management, LP | 17,504 | $804.0K | 0.15% | +17,504 | New |
| Natixis | 17,161 | $788.0K | 0.00% | −17,133−50.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 16,808 | $772.0K | 0.00% | −6,049−26.5% | Reduced |
| Profund Advisors LLC | 16,749 | $769.0K | 0.03% | −30.0% | Reduced |
| Man Group plc | 16,634 | $764.0K | 0.00% | −36,995−69.0% | Reduced |
| Allstate Corp | 16,157 | $742.0K | 0.01% | +389+2.5% | Added |
| Winton Group Ltd | 16,163 | $742.0K | 0.04% | +16,163 | New |
| Centiva Capital, LP | 16,120 | $740.0K | 0.05% | +50+0.3% | Added |
| Maryland State Retirement & Pension System | 15,926 | $731.0K | 0.02% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 15,900 | $730.0K | 0.43% | +15,900 | New |
| Wetherby Asset Management Inc | 15,609 | $717.0K | 0.04% | −163−1.0% | Reduced |
| Elo Mutual Pension Insurance Co | 15,521 | $713.0K | 0.02% | +725+4.9% | Added |
| Paloma Partners Management Co | 15,421 | $708.0K | 0.02% | +15,421 | New |
| Mercer Global Advisors Inc | 15,239 | $700.0K | 0.00% | +4,121+37.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 15,208 | $698.0K | 0.00% | +741+5.1% | Added |
| Hyman Charles D | 15,168 | $696.0K | 0.04% | +956+6.7% | Added |
| Gsa Capital Partners LLP | 14,966 | $687.0K | 0.09% | +14,966 | New |
| Jane Street Group, LLC | 14,773 | $678.0K | 0.00% | −8,606−36.8% | Reduced |
| Redpoint Investment Management Pty Ltd | 14,699 | $675.0K | 0.05% | 00.0% | Unchanged |
| KBC Group NV | 14,659 | $673.0K | 0.00% | −9,280−38.8% | Reduced |
| Schechter Investment Advisors, LLC | 13,882 | $637.0K | 0.06% | +13,882 | New |
| Wolverine Trading, LLC | 13,850 | $636.0K | 0.01% | +13,850 | New |
| Williams Jones Wealth Management, LLC. | 13,518 | $621.0K | 0.01% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 13,459 | $618.0K | 0.28% | +197+1.5% | Added |
| Beacon Financial Group | 13,168 | $601.0K | 0.08% | +242+1.9% | Added |
| Grandview Asset Management LLC | 12,707 | $583.0K | 0.23% | +12,707 | New |
| Kendall Capital Management | 12,266 | $563.0K | 0.27% | +3,017+32.6% | Added |
| Citadel Advisors LLC | 12,234 | $562.0K | 0.00% | −9,016−42.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 12,005 | $551.0K | 0.03% | +3,093+34.7% | Added |
| Pinebridge Investments, L.P. | 11,985 | $550.0K | 0.01% | −26,755−69.1% | Reduced |
| Tdam USA Inc. | 11,893 | $546.0K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 11,852 | $545.0K | 0.00% | −171−1.4% | Reduced |
| Cetera Advisor Networks LLC | 11,748 | $539.0K | 0.01% | +701+6.3% | Added |